Informational Speaker Sessions

Wednesday, April 8, 2026, 6:00 pm

The Columbus Medical Association (CMA) Foundation is pleased to invite central Ohio physicians to its first informational speaker session focused on planned giving and charitable strategies for physicians.

Many physicians reach a point in their careers where their balance sheet includes assets beyond their current lifestyle needs. On Wednesday, April 8 at 6:00 pm, CMA Foundation partner, WesBanco Wealth Management, will discuss how thoughtful planning will allow physicians to support meaningful causes while also strengthening long-term financial and estate planning goals.

Topics will include:

Charitable Remainder Trusts

Qualified Charitable Distributions from IRAs

Charitable Lead Trusts

This session is offered at no cost to central Ohio physicians and partners. Refreshments will be provided.

This is the first in a series of sessions hosted by the CMA Foundation to provide practical planned giving and charitable strategies for physicians.

Many physicians are so busy building their careers and practice that retirement planning often takes a back seat. However, the decade before retirement is your highest-stakes financial period and your greatest opportunity.

Continuing the CMA Foundation’s informational series focused on providing practical charitable strategies for physicians and their families, join us on July 28 for a session focused on the retirement planning needs for medical professionals and their families. 

The discussion, hosted in partnership with investment and wealth management solution advisors Manning & Napier, is built for physicians ready to shift from wealth-building to wealth-preservation, covering advanced tax strategy, retirement income and asset protection planning, benefit optimization, and practical steps to exit your career on your terms.

Register for the July 28th session here.

Estate planning is about more than having a will; it's about making sure your assets, responsibilities, and intentions are carried out the way you expect.

For the Columbus Medical Association Foundation’s next informational speaker session, our partner WesBanco Wealth Management will join us to review the essential documents and planning decisions every individual and family should understand. It will also highlight several common gaps that can create unintended consequences. Whether your estate plan is already in place or has been sitting on the to-do list, this discussion will help you know what to review, what questions to ask, and when it may be time for an update.

This is the third in our speaker series focused on practical planned giving and charitable strategies for physicians. This session is offered at no cost to central Ohio physicians and partners. Refreshments will be provided.

Register for the September 29th here.